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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-14 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonalds | Cookeville | TN | 01/2016 | 03/2017 |
| Suntrust/Truist | Cookeville | TN | 03/2017 | 06/2018 |
| Truist Investment Services, Inc. | Nashville | TN | 12/2021 | 07/2026 |
| Suntrust Now Truist | Cookeville | TN | 06/2018 | 12/2021 |
| Trusit Investment Services, Inc. | Charlotte | NC | 07/2026 | Present |
ROCKBOX FITNESS POSITION: Kickboxing Instructor/ Fitness Coach NATURE: Fitness: Kickboxing Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Charlotte NC, United States DESCRIPTION: Instructing/ Leading a Kickboxing class. Fitness Coaching/ Nutritional Guidance. General Admin Duties : Creating membership profiles, signups, general maintenance etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
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